Unisciti ai leader fintech Adam Holt e Derek Notman mentre esplorano la consulenza finanziaria moderna. Aspettati discussioni oneste, nuove intuizioni e un tocco di battute giocose.
Financial Advice with Soul — A South African Perspective featuring Lelané Bezuidenhout CFP®
S3 E74 • 42 mins • Jul 2, 2025
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Jul 2, 2025
Financial Advice with Soul — A South African Perspective featuring Lelané Bezuidenhout CFP®
S3 E74 • 42 mins

Apr 30, 2025
Is the tail wagging the dog? (Tech <> Advisor) Featuring Brian McLaughlin
S3 E73 • 47 mins

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TradePMR's Product Vision for Advisors featuring Jon Patullo
S3 E70 • 32 mins

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